Bartlett & Co Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Bartlett & Co Wealth Management’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.03M	Sell	27,507 -16	-0.1%	-$1.76K	0.04%	164
2025 Q1	$3.06M	Sell	27,523 -103	-0.4%	-$11.4K	0.05%	157
2024 Q4	$2.94M	Sell	27,626 -1,502	-5%	-$160K	0.04%	166
2024 Q3	$3.22M	Sell	29,128 -241	-0.8%	-$26.6K	0.05%	161
2024 Q2	$3.14M	Sell	29,369 -2,566	-8%	-$274K	0.05%	161
2024 Q1	$3.43M	Sell	31,935 -756	-2%	-$81.2K	0.05%	156
2023 Q4	$3.52M	Sell	32,691 -3,766	-10%	-$405K	0.06%	154
2023 Q3	$3.78M	Sell	36,457 -2,836	-7%	-$294K	0.07%	149
2023 Q2	$4.23M	Sell	39,293 -4,035	-9%	-$434K	0.07%	145
2023 Q1	$4.78M	Sell	43,328 -1,171	-3%	-$129K	0.09%	131
2022 Q4	$4.74M	Sell	44,499 -36,199	-45%	-$3.85M	0.1%	132
2022 Q3	$8.47M	Sell	80,698 -1,031	-1%	-$108K	0.18%	97
2022 Q2	$9.31M	Sell	81,729 -3,598	-4%	-$410K	0.19%	98
2022 Q1	$10.6M	Buy	85,327 +4,574	+6%	+$570K	0.19%	97
2021 Q4	$10.4M	Buy	80,753 +60,487	+298%	+$7.81M	0.18%	98
2021 Q3	$2.59M	Buy	20,266 +120	+0.6%	+$15.3K	0.05%	157
2021 Q2	$2.58M	Sell	20,146 -500	-2%	-$64K	0.05%	159
2021 Q1	$2.59M	Sell	20,646 -9,591	-32%	-$1.2M	0.05%	155
2020 Q4	$3.86M	Sell	30,237 -299	-1%	-$38.2K	0.08%	138
2020 Q3	$3.86M	Buy	30,536 +3,250	+12%	+$411K	0.09%	134
2020 Q2	$3.36M	Buy	27,286 +9,280	+52%	+$1.14M	0.09%	135
2020 Q1	$2.12M	Buy	18,006 +12,565	+231%	+$1.48M	0.06%	151
2019 Q4	$634K	Sell	5,441 -235	-4%	-$27.4K	0.02%	240
2019 Q3	$660K	Sell	5,676 -220	-4%	-$25.6K	0.02%	230
2019 Q2	$681K	Sell	5,896 -1,054	-15%	-$122K	0.03%	187
2019 Q1	$786K	Sell	6,950 -13	-0.2%	-$1.47K	0.03%	179
2018 Q4	$763K	Sell	6,963 -19,280	-73%	-$2.11M	0.03%	178
2018 Q3	$2.9M	Buy	26,243 +20	+0.1%	+$2.21K	0.11%	108
2018 Q2	$2.96M	Buy	26,223 +1,475	+6%	+$166K	0.12%	101
2018 Q1	$2.8M	Buy	+24,748	New	+$2.8M	0.12%	104